In recognition of Financial Planning Week 2018, I wanted to take some time to reflect on what it is like to be a financial planner and what really is financial planning all about. A big thank you to Adam Rideout for his guest blog. It is not about the financial products On many occasions, my Read more about Do you need a Financial Planner?[…]

Life used to be so simple and you would stroll down to your local building society, open up a savings account and put aside money however you could. Now I know from being in financial services for 17 years that you stroll down the high street now, and if you are lucky enough to have Read more about Money Saver – How to save for kids[…]

With the revolutionary changes to pension rules in recent years, one key change was the option to choose any beneficiary. The other key change, was how you can pass on your pension pot on death. Recent research from Royal London has found that the total amount of unclaimed financial assets in the UK range from Read more about Make sure your pension goes to the right person[…]

Let’s face it – pensions are complicated and also rather dull! But what isn’t dull, is what they enable us to do. Many people ask themselves do they need a pension. This article is to help explain what a pension is and how they can help you to live a full life, experience the world Read more about Why you should have a Pension right now[…]

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